Update shared on 03 Nov 2025
Fair value Decreased 1.64%Analysts have slightly lowered their price target for Kakao Pay from ₩50,825 to ₩49,991.67, citing revised forecasts for profit margins and updated revenue growth expectations.
What's in the News
- Kakao Pay launches NFC (Near-Field Communication) payment for overseas transactions, enabled by its partnership with Alipay+ and Mastercard (Key Developments)
- Kakao Pay users can now make contactless "tap-to-pay" transactions at over 150 million Mastercard locations worldwide, including in Japan, Southeast Asia, the U.S., Europe, and Oceania (Key Developments)
- The new NFC payment option complements Kakao Pay's existing QR code and barcode-based cross-border payment services and enhances the global travel and shopping experience for its users (Key Developments)
- NFC payments are already available in the latest version of the Kakao Pay app. They will be introduced to KakaoTalk on Android later in September, with a future rollout planned for iOS (Key Developments)
Valuation Changes
- The consensus analyst price target has decreased slightly from ₩50,825 to ₩49,991.67.
- The discount rate has edged down marginally from 7.52% to 7.48%.
- The revenue growth forecast has risen from 12.03% to 12.78%.
- The net profit margin estimate has declined from 12.84% to 12.43%.
- The future P/E ratio has decreased slightly from 55.70x to 55.42x.
Disclaimer
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